Create & Assign a new sales order to a route from Dispatch

1. In the Account Management section in Dispatch, right-click on account on the Search Results grid

2. Create new order, then click Save

3. Assign order to selected route

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• How to Create a Sales Order

  1. Click on Create New Order icon 2. Search for Customer Account Location using Search Criteria 3. Select Account and Create Order Record 4 (a). Create BULK Sales Order 4 (b). Create Cylinder Sales Order

• Assign sales orders to a route using the map

  1. Press Select Tool icon 2. Click and draw a box over orders to select and highlight (NOTE: Press and hold Ctrl key and click to select individual orders on map) 3. Select Assign tool to assign highlighted orders to route 4. Orders have been ...

• How to create a NEW route from Create/Edit Routes

  1. Click on Create/Edit Routes 2. Select Driver, Truck, Start Time, Start Location and End Location, then press on the Save icon

• How to Cancel a Sales Order

  1. In Order Management, click to highlight sales order. 2. Press Cancel Order button. 3. Select Cancel Reason, Cancel Reason Notes (optional) and click Yes

• How to Return Order(s) from Route Exceptions

  Select orders from route and click on the Return to Open Orders icon